Velocity FinancialVEL
13F holders, Q2 2026 (June 30)99holders −1
15new positions
14sold out
5famous investors
$18.46avg. 13F price*
At the end of Q2 2026, 99 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, down 1 from Q1 2026. 15 opened new positions and 14 sold out. The largest holders were Snow Phipps Group, LLC ($246.5M), Allianz Asset Management GmbH ($233.3M) and Beach Point Capital Management LP ($121.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Velocity Financial Inc.
- CUSIP
- 92262D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.2M |
| Exits | 14 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 750,758 shares bought and 407,222 shares sold, net +343,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Snow Phipps Group, LLC | 75.64% | No change | 13,353,103 | $246.5M |
| Allianz Asset Management GmbH | 0.22% | No change | 12,637,764 | $233.3M |
| Beach Point Capital Management LP | 47.39% | Add +0.4% | 6,582,380 | $121.5M |
| BlackRock, Inc. | 0.00% | Reduce -9.3% | 1,489,827 | $27.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.7% | 656,725 | $12.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +4.7% | 505,505 | $9.3M |
| Vanguard Capital Management LLC | 0.00% | Add +1.3% | 487,011 | $9.0M |
| American Century Companies Inc. | 0.00% | Add +25.2% | 357,199 | $6.6M |
| Geode Capital Management, LLC | 0.00% | Add +9.2% | 272,540 | $5.0M |
| State Street Corp. | 0.00% | Add +14.5% | 249,731 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.5% | 235,327 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +41.5% | 124,130 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 123,902 | $2.3M |
| Man Group plc | 0.00% | Add +53.1% | 116,925 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +10.2% | 116,605 | $2.2M |
| Morgan Stanley | 0.00% | Add +15.9% | 102,530 | $1.9M |
| Vanguard Portfolio Management LLC | 0.00% | Add +53.1% | 102,190 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +14.2% | 92,141 | $1.7M |
| Tudor Investment Corporation | 0.01% | Add +54.9% | 91,219 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 89,499 | $1.7M |
| NFJ Investment Group, LLC | 0.05% | No change | 72,611 | $1.3M |
| AQR Capital Management | 0.00% | Add +21.5% | 71,546 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -2.6% | 67,596 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 55,060 | $1.0M |
| Creative Planning | 0.00% | Add +1.8% | 54,853 | $1.0M |
| Citadel Advisors | 0.00% | Add +38.3% | 54,027 | $997K |
| HSBC Holdings PLC | 0.00% | Reduce -38.2% | 53,574 | $970K |
| Renaissance Technologies | 0.00% | Add +85.6% | 51,400 | $949K |
| BNP Paribas Financial Markets | 0.00% | Add +27.6% | 49,808 | $919K |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 43,772 | $788K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 42,023 | $776K |
| Quantinno Capital Management LP | 0.00% | Add +8.5% | 38,241 | $706K |
| XTX Topco Ltd | 0.01% | Reduce -7.0% | 35,335 | $652K |
| Bank of America Corp. | 0.00% | Reduce -8.5% | 33,221 | $613K |
| First Trust Advisors LP | 0.00% | Add +4.6% | 32,676 | $603K |
| Trexquant Investment LP | 0.00% | Add +28.7% | 31,234 | $577K |
| Russell Investments Group, Ltd. | 0.00% | Add +206.0% | 29,267 | $540K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 28,800 | $532K |
| UBS Group AG | 0.00% | Add +53.2% | 26,707 | $493K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -60.1% | 23,626 | $436K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -25.7% | 23,167 | $428K |
| Squarepoint Ops LLC | 0.00% | New | 21,174 | $391K |
| Empowered Funds, LLC | 0.00% | Reduce -27.4% | 21,169 | $391K |
| PDT Partners, LLC | 0.02% | No change | 19,718 | $364K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -1.0% | 19,598 | $362K |
| Nuveen, LLC | 0.00% | Reduce -4.8% | 14,294 | $264K |
| Wells Fargo & Company | 0.00% | Add +64.0% | 14,072 | $260K |
| Rhumbline Advisers | 0.00% | Add +10.2% | 14,027 | $259K |
| Brevan Howard Capital Management LP | 0.00% | New | 12,251 | $226K |
| Deutsche Bank AG | 0.00% | Add +29.1% | 12,057 | $223K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.3% | 10,976 | $203K |
| Alliancebernstein L.P. | 0.00% | New | 10,640 | $192K |
| MetLife Investment Management, LLC | 0.00% | Add +12.6% | 8,520 | $157K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 7,862 | $145K |
| FMR LLC | 0.00% | Add +2.3% | 7,103 | $131K |
| Citigroup Inc. | 0.00% | Add +288.8% | 6,983 | $129K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 5,689 | $105K |
| Simplex Trading, LLC | 0.00% | New | 5,453 | $101K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +125.0% | 4,548 | $84K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 4,037 | $75K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $72K |
| Barclays PLC | 0.00% | Reduce -78.0% | 3,037 | $56K |
| Royal Bank of Canada | 0.00% | Add +1027.1% | 1,499 | $28K |
| Legal & General Group Plc | 0.00% | Add +27.6% | 1,305 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,289 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,144 | $21K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 1,044 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.1% | 645 | $12K |
| Arax Advisory Partners | 0.00% | New | 603 | $11K |
| GAMMA Investing LLC | 0.00% | Add +124.2% | 509 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +1971.4% | 290 | $5K |
| Signaturefd, LLC | 0.00% | Add +177.2% | 255 | $5K |
| Federated Hermes, Inc. | 0.00% | Add +16.9% | 235 | $4K |
| Allworth Financial LP | 0.00% | Reduce -23.5% | 199 | $4K |
| Quarry LP | 0.00% | New | 185 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 172 | $3K |
| California State Teachers Retirement System | 0.00% | Reduce -73.7% | 163 | $3K |
| Essential Partners LLC | 0.00% | Reduce -43.9% | 146 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 126 | $2K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 107 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +214.3% | 88 | $2K |
| Rothschild Investment LLC | 0.00% | Add +19.0% | 69 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 60 | $1K |
| Covestor Ltd | 0.00% | Add +35.6% | 80 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -51.9% | 50 | $923 |
| Farther Finance Advisors, LLC | 0.00% | Add +182.3% | 48 | $886 |
| Versant Capital Management, Inc | 0.00% | Reduce -96.8% | 41 | $757 |
| North Star Investment Management Corp. | 0.00% | New | 28 | $517 |
| Harbour Investments, Inc. | 0.00% | New | 21 | $388 |
| Larson Financial Group LLC | 0.00% | New | 20 | $369 |
| Trust Co | 0.00% | No change | 17 | $314 |
| Osaic Holdings, Inc. | 0.00% | No change | 14 | $258 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 10 | $185 |
| True Wealth Design, LLC | 0.00% | Reduce -72.2% | 5 | $93 |
| Optiver Holding B.V. | 0.00% | Reduce -96.3% | 4 | $74 |
| Smartleaf Asset Management LLC | 0.00% | No change | 4 | $72 |
| Clearstead Advisors, LLC | 0.00% | New | 3 | $56 |
| Avion Wealth | 0.00% | New | 30 | $0 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.